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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
3551
Richwood Investment Advisors
Ohio
$2.36M +$2.1M +13,280 New
DWMG
3552
DB Wealth Management Group
California
$2.35M – – –
HIM
3553
Hillsdale Investment Management
Ontario, Canada
$2.34M -$102K -647 -5%
SWM
3554
SFG Wealth Management
Maryland
$2.33M +$2.08M +13,148 New
AFS
3555
Axiom Financial Strategies
Indiana
$2.33M +$124K +785 +6%
MHR
3556
Matthew Hamilton Rosenberg
$2.33M -$97.7K -618 -5%
PS
3557
Portfolio Strategies
New York
$2.32M -$257K -1,627 -11%
RC
3558
Rovin Capital
Arizona
$2.31M -$19.9K -126 -1%
PWM
3559
Peterson Wealth Management
Nevada
$2.31M +$77.9K +493 +4%
MW
3560
Marks Wealth
Maryland
$2.3M -$52.2K -330 -2%
AGA
3561
Arkos Global Advisors
Texas
$2.3M -$30.3K -192 -1%
EMFAT
3562
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.3M -$44.3K -280 -2%
WFC
3563
Western Financial Corp
California
$2.3M +$31.9K +202 +2%
CAM
3564
Cubic Asset Management
Massachusetts
$2.3M – – –
LA
3565
Lakeside Advisors
Washington
$2.29M +$2.04M +12,901 New
CIA
3566
Caerus Investment Advisors
Texas
$2.29M +$2.04M +12,895 New
AA
3567
AlphaMark Advisors
Kentucky
$2.28M +$12K +76 +0.6%
BCM
3568
Barden Capital Management
Texas
$2.28M +$2.03M +12,860 New
AIM
3569
AMI Investment Management
Indiana
$2.28M +$8.38K +53 +0.4%
HFG
3570
Heron Financial Group
New York
$2.27M -$18.2K -115 -0.9%
SL
3571
Stevard LLC
Illinois
$2.27M +$282K +1,782 +16%
TAM
3572
Tealwood Asset Management
Minnesota
$2.27M -$406K -2,569 -17%
LSA
3573
Lion Street Advisors
Texas
$2.27M -$15.8K -100 -0.8%
BWG
3574
Beta Wealth Group
California
$2.26M – – –
DLG
3575
Daniel L. Goodwin
$2.26M -$28.4K -180 -1%
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143
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